How to recruit B2B participants without a panel

A six-step process for recruiting B2B research participants without a recruiting panel. It runs from defining the audience by role and company, through previewing and sizing the pool, to writing an honest invitation, removing the scheduling step and sending a single reminder. It suits product managers, founders and researchers who need a narrow professional audience. In Koji you can search professional profiles, invite the people you pick and let the AI interviewer run the conversations.

Where this appears

• B2B Participant Recruitment Without a Panel: Pick Exactly Who You Talk To

What's in this process

1. Define the audience by firmographics: Job titles, seniority, location, company size, industry and, when it matters, the software their company uses.
2. Preview the pool before you pay: Check the titles that come back. Tighten or loosen filters until the pool fits your question.
3. Size the buy from your interview target: Plan 15 to 25 contacts for every interview you need, and start with a small first batch.
4. Invite honestly, in small batches: Say who you are, how you found them, what you are asking for, what they get and how to opt out.
5. Let them take part when it suits them: An async voice or text interview removes the scheduling step, where most yeses get lost.
6. Send one reminder, then stop: One follow-up to people who have not started. More chasers turn research outreach into spam.